Sales Cloud
The Sales Cloud provides the full spectrum of tools needed to connect with customers from comprehensive account mapping to social insights, all in one place and available anytime, anywhere.
Segra Infoware’s skilled consultants bring extensive experience in Sales cloud implementation and customization for customers around the globe. Our implementation teams help enterprises reach targets faster through new approaches to sales metrics, revenue forecasts and opportunity tracking and reporting. Our Sales Cloud implementation enables customers to
Close more deals faster
Gain real-time visibility into sales
Connect with today’s social customers
Service Cloud
Segra Infoware’s Service Cloud implementation teams recognize that each customer has unique needs and processes. Therefore we offer a wide range of solutions and options tailored to your individual model for customer-centric services.
Segra Infoware’s brings the best of innovation from Salesforce such as Chatter, Social media, Social communities, Live agent and Analytics, each of which may be customized to enhance the value for your customer community.
Project Success – Over 10 Implementations – Strong alliance and collaboration with Salesforce.com strategic teams- Technology Spread – Salesforce.com, Middleware (Informatica, Cognos, Pentaho) – JScript, JQuery, Angula JS
- Expertise – Broad experience, both technical and functional resources trained in CRM Offerings – Salesforce.com Certified Administrators, Developers & Consultants
Enterprise Edition
Our Quick Start packages give you lightning start. They are designed to help you with the technical aspects of the implementation and get your team up to speed with the new technology as quickly as possible.
REQUIREMENTS GATHERING
Our SFDC consultants will assess your existing business processes and advise you on best practices, specific to your business, to adopt salesforce.com as your CRM. We will map your business processes to Salesforce.com’s features and functionalities to give you a better understanding of how to leverage Salesforce.com to facilitate your sales functions.
LEAD MANAGEMENT
WEB TO LEAD CONFIGURATION.
VALIDATIONS & WORKFLOW CONFIGURATION.
LEAD ASSIGNMENT CONFIGURATION.
AUTO RESPONSE CONFIGURATION.
AUTO RESPONSE CONFIGURATION
CAMPAIGN MANAGEMENT
CAMPAIGN ROI REPORTING.
CAMPAIGN HIERARCHY SETUP.
CAMPAIGN INFLUENCE SETUP.
CAMPAIGN MEMBER ANALYSIS REPORT.
OPPORTUNITY MANAGEMENT
OPPORTUNITY CONFIGURATION.
VALIDATION & WORKFLOW SETUP.
SETUP APPROVAL PROCESSES.
SETUP PRODUCTS & PRICE BOOKS.
REPORTS & DASHBOARDS
10 CUSTOM REPORTS.
1 DYNAMIC DASHBOARD UP-TO 6 COMPONENTS.
COMPONENTS
SECURITY ARCHITECTURE SETUP
UP-TO 3 CUSTOM PROFILES.
OWD SETUP.
UP-TO 2 PERMISSION SETS.
ROLES HIERARCHY.
